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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,051 | $97,550-48.7% | $120,344-58.4% | $87,485-42.8% |
| Participation rate | 61.8% | 72.8%-11.1pp | 76.7%-14.9pp | 68.9%-7.2pp |
| Annual return | 50.54% | 18.41%+32.1pp | 20.30%+30.2pp | 26.06%+24.5pp |
| Employer contribution / active EE | $2,310 | $2,291+0.8% | $3,020-23.5% | $2,596-11.0% |
| Participant deferral / active EE | $3,525 | $4,230-16.7% | $5,135-31.3% | $4,274-17.5% |
| Admin fee / account holder | $5,381 | $9,543-43.6% | $12,742-57.8% | $7,775-30.8% |